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Chapman Financial Group, LLC

● SEC registered since 2022CRD 168439SEC# 801-123439
Export (members)
Reg. AUM
$223.9M
Employees
2
Accounts
274
Location

Chapman Financial Group, LLC assets under management

Chapman Financial Group, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2022. It reports $223.9 million in regulatory assets under management and employs 2 people.

Chapman Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Todd Davies Erskine ControlOwner And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Chapman Financial Group, LLC manage?

Chapman Financial Group, LLC reports $223.9 million in regulatory assets under management on its Form ADV.

How many employees does Chapman Financial Group, LLC have?

Chapman Financial Group, LLC reports 2 employees.

Does Chapman Financial Group, LLC disclose fund performance?

Chapman Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone312 994-2390
Office hours8:30 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$203.1M
Non-discretionary$20.9M
Total (RAUM)$223.9M